Bricks & Mortar Capital

Overview

Bricks & Mortar Capital operates as a small, owner-managed investment adviser organized as a limited liability company and classified operationally as a hedge fund. The firm’s advisory activity spans direct portfolio management for individuals and small businesses, pooled investment vehicles, and institutions, plus selection of other advisers — a mix that signals they serve both high-net-worth clients and more structured, pooled strategies. Fee arrangements include percentage-of-AUM billing alongside hourly, fixed-fee, and performance-based components, which aligns with a hybrid model that combines traditional advisory services and hedge-fund-style management. Investment allocation shows a clear tilt toward exchange-traded equities as the dominant sleeve, supported by separately managed account relationships and a private hedge fund they advise. The firm is not positioned as an ESG investor and is not a multi-state adviser. Its business model emphasizes active portfolio management and use of external managers for alternative strategies when appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices